The Role
Manage and expand a portfolio of institutional clients (PE, VC, hedge funds, real assets) by driving full sales cycle for FX and hedging solutions. Develop new business through outreach and events, collaborate with trading/structuring and internal teams to deliver bespoke execution, meet revenue targets, and maintain disciplined pipeline and CRM reporting while staying current on market trends.
Summary Generated by Built In
Job Title: Executive - Institutional Sales
Location: New York, NY (On-site)
Status: Full-time; Permanent
Reports to: Head of Institutional (International)
Since 1999, Monex USA has provided corporate clients with industry-leading foreign exchange (FX) and international payment solutions. Across the Monex Group, we support thousands of clients globally with tailored FX risk management strategies, international payments, and market expertise recognized by leading financial media outlets including Bloomberg, Reuters, and CNBC.
Monex USA is a rapidly growing financial services firm specializing in FX Spot, Forwards, FX Options, and bespoke structured products. We are committed to helping clients navigate global currency markets through competitive pricing, strategic guidance, and personalized service, supported by deep market expertise and innovative solutions.
Monex USA is seeking a high-performing and entrepreneurial Institutional Sales Executive to join our growing New York team. This is a mid-tier revenue-generating role for a proven sales professional responsible for independently managing and expanding a portfolio of sophisticated institutional clients across global markets.
In this role, you will own institutional relationships and drive new business across private equity, private credit, venture capital, hedge funds, and real assets. You will manage the full sales lifecycle while partnering closely with trading and structuring teams to deliver tailored FX and hedging solutions to senior decision-makers including CFOs, Treasurers, and Portfolio Managers.
Responsibilities
Location: New York, NY (On-site)
Status: Full-time; Permanent
Reports to: Head of Institutional (International)
Since 1999, Monex USA has provided corporate clients with industry-leading foreign exchange (FX) and international payment solutions. Across the Monex Group, we support thousands of clients globally with tailored FX risk management strategies, international payments, and market expertise recognized by leading financial media outlets including Bloomberg, Reuters, and CNBC.
Monex USA is a rapidly growing financial services firm specializing in FX Spot, Forwards, FX Options, and bespoke structured products. We are committed to helping clients navigate global currency markets through competitive pricing, strategic guidance, and personalized service, supported by deep market expertise and innovative solutions.
Monex USA is seeking a high-performing and entrepreneurial Institutional Sales Executive to join our growing New York team. This is a mid-tier revenue-generating role for a proven sales professional responsible for independently managing and expanding a portfolio of sophisticated institutional clients across global markets.
In this role, you will own institutional relationships and drive new business across private equity, private credit, venture capital, hedge funds, and real assets. You will manage the full sales lifecycle while partnering closely with trading and structuring teams to deliver tailored FX and hedging solutions to senior decision-makers including CFOs, Treasurers, and Portfolio Managers.
Responsibilities
- Own and grow a portfolio of institutional clients including private equity, private credit, venture capital, hedge funds, and real asset managers
- Drive new business development through targeted outreach, networking, and attendance at industry conferences
- Lead the full sales cycle independently including prospecting, pitching, negotiating, and closing
- Present bespoke FX and hedging solutions to senior decision-makers such as CFOs, Treasurers, and Portfolio Managers
- Consistently meet and exceed quarterly revenue and pipeline targets
- Build and maintain strong, long-term client relationships across institutional markets
- Partner with trading and structuring desks to deliver tailored execution and hedging solutions
- Stay informed on market trends, macroeconomic drivers, and institutional investment activity
- Represent Monex USA at industry events, conferences, and client meetings
- Collaborate with internal teams including trading, structuring, risk, compliance, and operations to ensure seamless execution
- Provide market feedback and client insights to support product development and business strategy
- Maintain disciplined pipeline management and accurate CRM reporting
- 3–6 years of institutional sales experience in FX or a related financial services environment
- Proven track record of consistently meeting or exceeding revenue targets
- Established institutional network across relevant investor segments
- Strong understanding of FX products, derivatives, and financial markets
- Confident communicator with strong presence in front of senior stakeholders
- Self-starter with the ability to manage a high-volume pipeline independently
- Strong organizational skills and commercial judgment
- Ability to thrive in a fast-paced, performance-driven environment
- Experience covering institutional investors such as private equity, hedge funds, and asset managers
- Exposure to FX options, structured products, or hedging solutions
- Experience working alongside trading or structuring desks
- Familiarity with CRM platforms and sales analytics tools
- The annual base salary range is $80,000 to $130,000 in addition to commissions. Salary is commensurate with experience and qualifications.
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) and employer match
- Paid time off
- Disability benefits
- Paid parental leave
- Pet Insurance
- Catered lunches
Skills Required
- 3-6 years of institutional sales experience in FX or related financial services environment
- Proven track record of consistently meeting or exceeding revenue targets
- Established institutional network across relevant investor segments
- Strong understanding of FX products, derivatives, and financial markets
- Confident communicator with strong presence in front of senior stakeholders
- Self-starter with the ability to manage a high-volume pipeline independently
- Strong organizational skills and commercial judgment
- Ability to thrive in a fast-paced, performance-driven environment
- Experience covering institutional investors such as private equity, hedge funds, and asset managers
- Exposure to FX options, structured products, or hedging solutions
- Experience working alongside trading or structuring desks
- Familiarity with CRM platforms and sales analytics tools
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The Company
What We Do
Formerly known as Tempus, Monex USA has provided corporate clients with industry-leading foreign exchange, risk management, and international payment solutions for over 23 years. Headquartered in Washington, DC, Monex USA has New York and Beverly Hills offices. As part of the global financial group of Monex, the company leverages a combined annual FX volume of over $247 billion and 2,800 employees to help more than 70,000 clients from a broad range of industries successfully navigate the global currency markets. With nearly four decades of experience, Monex is one of the world's largest commercial foreign exchange providers, with a presence in Mexico, the United Kingdom, Spain, Canada, Holland, Singapore, Luxembourg, and the United States.
